BankUnited (BKU) 주식 개요
는 미국에서 다양한 은행 서비스를 제공하는 전국 은행 협회인 BankUnited의 은행 지주 회사로 운영되고 있습니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 BKU에 대한 위험이 감지되지 않았습니다.
BKU Community Fair Values
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Analyst Price Targets
BankUnited, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$46.65 |
| 52주 최고가 | US$52.11 |
| 52주 최저가 | US$34.79 |
| 베타 | 1.16 |
| 1개월 변동 | -4.05% |
| 3개월 변동 | 0.13% |
| 1년 변동 | 30.49% |
| 3년 변동 | 58.19% |
| 5년 변동 | 10.02% |
| IPO 이후 변동 | 64.26% |
최근 뉴스 및 업데이트
Recent updates
Seeking Alpha • Jul 23
BankUnited's Drop Doesn't Represent A Buying Opportunity
Summary BankUnited remains a 'hold' as operational improvements are offset by missed analyst expectations and subpar asset quality. BKU's net interest income and non-interest income rose year over year, but both revenue and EPS missed consensus by $5.7M and $0.02, respectively. Management is reducing high-cost brokered deposits and residential loan exposure, but asset and credit quality metrics remain below preferred thresholds. Valuation is fair but not compelling, with a P/E of 12.3 and ROA/ROE below desired minimums, justifying continued caution. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 23
BKU: Rebased P/E Assumptions And Capital Returns Will Shape Forward Upside
Analysts trimmed their average BankUnited price target by $3 to reflect updated fair value assumptions around $52.73, citing recent research that reassessed discount rates, revenue expectations, profit margins, and future P/E multiples. Analyst Commentary Recent research on BankUnited highlights a mix of optimism around execution and caution around the valuation reset that led to the trimmed price targets.분석 기사 • Jun 18
BankUnited (BKU) Stock Could Be 9.5% Undervalued on Fee Income Growth Hopes
BankUnited (BKU) is drawing attention after its recent share performance, with the stock last closing at $47.54. Investors are weighing this move against the bank’s profitability, revenue base and recent return profile. See our latest analysis for BankUnited. Recent trading in BankUnited stock has been relatively firm, with a 1-day share price return of 1.41% and a 30-day share price return of 5.27%. The 1-year total shareholder return of 45.07% and 3-year total shareholder return of around...내러티브 업데이트 • Jun 06
BKU: Q1 Credit And Deposit Strength Will Support Future P/E Rerating
Analysts have trimmed their average price target on BankUnited by a few dollars, with recent cuts of $3 and $5 helping to reset expectations around the stock's P/E outlook, while leaving core fair value inputs broadly unchanged. Analyst Commentary Recent research updates have focused on fine tuning fair value math for BankUnited, with the reduced price targets mainly reflecting a more conservative stance on the stock's P/E setting rather than a wholesale shift in long term assumptions.내러티브 업데이트 • May 11
BKU: 2026 Dividend And Capital Returns Will Support Upside Repricing
Narrative Update on BankUnited Analysts have trimmed their BankUnited price target by about $0.64, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E. This aligns with recent mixed Street research that includes target cuts from Citi and Keefe Bruyette, alongside a prior target increase from Cantor Fitzgerald.내러티브 업데이트 • Apr 23
BKU: 2026 Dividend Strength And Earnings Resilience Will Support Further Upside Potential
Analysts have nudged their price targets on BankUnited higher, with Street research pointing to a cluster of upward revisions. Cantor Fitzgerald, for example, has moved its target to $56 from $51 as it factors in updated fair value estimates, discount rates, and future P/E assumptions.내러티브 업데이트 • Apr 09
BKU: 2026 Capital Returns And Earnings Resilience Will Drive Upside Potential
Analysts have raised their average price target on BankUnited by a mid single digit dollar amount, with several firms moving into the higher $50s range, citing updated views on growth, profitability, and valuation assumptions. Analyst Commentary Recent Street research around BankUnited has centered on updated price targets, with several firms adjusting their views after a period of volatility for bank stocks and broader macro headlines.내러티브 업데이트 • Mar 26
BKU: 2026 Loan Momentum And Expanded Buybacks Will Drive Upside Potential
BankUnited's updated analyst price target edges slightly lower, with the model fair value moving from $54.09 to $53.64 as analysts fine tune discount rate and future P/E assumptions, while still citing a broad wave of recent target increases across Wall Street research. Analyst Commentary Recent Street research shows a cluster of higher price targets for BankUnited, even as some models build in more conservative assumptions.내러티브 업데이트 • Mar 08
BKU: 2026 Loan Momentum And Buybacks Are Expected To Drive Upside
The analyst price target for BankUnited has edged higher by about $0.45 to reflect a modestly raised fair value estimate of roughly $54, supported by a broad wave of recent target hikes from multiple firms that cite 2026 fundamentals as a key focus. Analyst Commentary Recent research shows a cluster of target hikes around BankUnited, with several firms revising their numbers higher and pointing to 2026 fundamentals as a key reference point.내러티브 업데이트 • Feb 20
BKU: 2026 Outlook Weighs Loan Momentum Against Credit Risk And Buybacks
Narrative Update on BankUnited Analysts have lifted their average price targets on BankUnited by a mid single digit dollar range, with multiple firms raising views by $4 to $13, citing factors such as loan growth expectations, net interest income momentum, operating leverage, and return improvement. Our fair value estimate of $53.64 and core assumptions remain essentially unchanged.내러티브 업데이트 • Feb 05
BKU: 2026 Outlook Balances Loan Momentum Credit Risk And Capital Returns
Analysts have raised their BankUnited fair value estimate by about US$5.55 to US$53.64, reflecting updated assumptions for revenue growth, profit margins and future P/E that align with a recent wave of higher price targets across Wall Street firms. Analyst Commentary Recent Street research on BankUnited features a cluster of higher price targets, including several US$6 to US$13 upward revisions and a fresh initiation with a constructive stance.내러티브 업데이트 • Jan 21
BKU: Loan Momentum And Credit Risk Will Shape Balanced 2026 Outlook
Analysts have raised their price targets on BankUnited, with our fair value estimate moving from US$45.90 to about US$48.09 as they highlight updated assumptions for loan growth, margins, and a slightly richer future P/E profile. Analyst Commentary Recent research updates on BankUnited show a mix of optimism around earnings power and ongoing caution around sector risks, which helps explain the modest lift in fair value estimates.내러티브 업데이트 • Jan 06
BKU: Final Asset Remixing And 2026 Guidance Expectations Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for BankUnited to about $45.90 from roughly $45.10, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E, while weighing recent Street research that includes a lowered US$40 price target and mixed Q3 results. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value estimate of about $45.90 as still above the recent US$40 price target.내러티브 업데이트 • Dec 23
BKU: Asset Remixing Completion And 2026 Outlook Will Drive Balanced Risk Profile
Analysts have nudged their price target on BankUnited higher by about $1 to approximately $45 per share, reflecting expectations for modestly stronger long term growth, slightly improved profitability, and a more constructive outlook on balance sheet expansion as asset remixing nears completion. Analyst Commentary Recent Street commentary reflects a balanced view on BankUnited, with analysts weighing near term earnings pressure against improving medium term growth prospects and capital deployment flexibility.내러티브 업데이트 • Dec 09
BKU: Asset Remixing And 2026 Outlook Will Shape Balanced Risk Reward
Analysts have modestly raised their BankUnited price target from approximately $42 to about $44.10 per share, citing expectations that the bank's nearly completed asset remixing and anticipated 2026 balance sheet growth will support a slightly higher fair value despite recent mixed quarterly results. Analyst Commentary Analysts remain divided on BankUnited's near term risk and longer term upside, reflecting a balance between earnings pressure today and potential growth benefits from strategic repositioning.내러티브 업데이트 • Nov 23
BKU: Asset Remixing Progress And Mixed Results Will Influence 2026 Performance
Analysts have revised their price target for BankUnited slightly downward, from $42.00 to $40.00 per share. They cite mixed third-quarter results and a near-term outlook that balances asset remixing progress with expectations for improved growth in 2026.내러티브 업데이트 • Nov 07
BKU: Asset Remix Completion And Diminished Loan Activity Will Shape 2026 Outlook
Analysts have lowered their price target for BankUnited from $42 to $40 per share. This reflects mixed recent results and expectations for improved performance in 2026.내러티브 업데이트 • Oct 23
Analysts Divided on BankUnited as Price Target and Valuation Shift Amid Mixed Results
Analysts have slightly lowered BankUnited’s price target from $43.03 to $42.02, citing mixed quarterly results as well as expectations for improving balance sheet growth and guidance updates in the coming year. Analyst Commentary Analyst opinions on BankUnited are currently divided as the bank navigates ongoing changes to its business model and faces industry-wide challenges.내러티브 업데이트 • Sep 05
Sunbelt Expansion And Fee Channels Will Advance Future Prospects
BankUnited’s consensus price target was modestly increased to $43.03, reflecting analyst optimism on strong deposit growth, margin expansion, and solid quarterly performance, despite some credit quality concerns. Analyst Commentary Bullish analysts note strong deposit growth trends supporting upward price target revisions.Seeking Alpha • Apr 30
BankUnited: Credit Concerns Offset Deposit Growth In Q1
Summary BankUnited's strong deposit growth and solid capital position are overshadowed by weak loan demand and credit quality concerns, compressing margins and limiting interest income growth. Q1 results were mixed, with earnings beating estimates due to lower credit loss reserves, but net interest margin and loan book growth remain challenges. Despite improved funding costs and deposit composition, the bank's liquidity is a near-term drag, and reserve levels appear aggressive, given economic uncertainties. Shares are fairly valued at 10x earnings, with a secure 3.7% dividend yield; maintaining a "hold" rating, due to strong deposits but reserve risks. Read the full article on Seeking Alpha분석 기사 • Mar 30
BankUnited (NYSE:BKU) Is Paying Out A Larger Dividend Than Last Year
BankUnited, Inc. ( NYSE:BKU ) has announced that it will be increasing its periodic dividend on the 30th of April to...Seeking Alpha • Jan 31
BankUnited: Solid Deposits But Light Reserves Leave Shares Fairly Valued (Rating Downgrade)
Summary BankUnited shares gained 36% over the past year, driven by improved deposit performance and hopes for an easier regulatory environment. Despite strong financials and a 16% return since September, I am less bullish due to valuation concerns and limited buyback prospects. The deposit mix has improved with NIB balances growing over the past year, which has improved NIM and return on equity. Credit quality shows some weakening, with nonperforming assets at 63bps and light reserves, but strong capital ratios provide financial flexibility. At ~1x adjusted book value and with a ~10% ROE, BKU stock is fairly valued at around $40. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
BankUnited Might Be Ready For A Downgrade Before Too Long
Summary I initially rated BankUnited, Inc. a “buy” in June 2023, but after downgrading to “hold,” shares surged another 65.1%, outperforming the market. BankUnited's recent financials show growth in deposits, securities, and net interest income, but a decline in loans and non-interest income. The bank's valuation appears pricey with a P/E multiple of 17.3, higher than my preferred 6-10 range, and relatively low asset quality. Despite some positive growth, I maintain a “hold” rating for BankUnited, with potential for a downgrade if fundamentals deteriorate or share prices rise further. Read the full article on Seeking Alpha
새로운 내러티브 • Oct 27
Calculated Deposit Management And Talent Drive Growth In Banking Franchise
Proactive deposit management and NIDDA strategy enhance net interest margins, boosting profitability through cheap funding.Seeking Alpha • Sep 13
BankUnited: Strong Deposit Trends Enable Further Upside
Summary BankUnited shares have surged nearly 40% over the past year, driven by strong deposit growth and conservative underwriting, outperforming the market significantly. Q2 earnings rose to $0.72 per share, with net interest margin improving and strong deposit growth, particularly in noninterest-bearing deposits, which improves the forward outlook. Despite some concerns in commercial real estate, BKU's conservative underwriting and strong capital position mitigate potential risks, supporting continued balance sheet growth. With a fair value estimate of $37-37.50, BKU offers a potential 10-11% total return, making it an attractive investment. Read the full article on Seeking Alpha주주 수익률
| BKU | US Banks | US 시장 | |
|---|---|---|---|
| 7D | 0.4% | -0.0001% | 0.8% |
| 1Y | 30.5% | 27.3% | 19.1% |
수익률 대 산업: BKU은 지난 1년 동안 27.3%의 수익을 기록한 US Banks 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BKU은 지난 1년 동안 19.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| BKU volatility | |
|---|---|
| BKU Average Weekly Movement | 3.5% |
| Banks Industry Average Movement | 3.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BKU는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BKU의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2009 | 1,794 | Raj Singh | www.bankunited.com |
는 미국에서 다양한 은행 서비스를 제공하는 전국 은행 협회인 BankUnited의 은행 지주회사로 운영되고 있습니다. 이 회사는 당좌 예금, 머니 마켓 예금, 저축 예금과 같은 예금 상품과 양도성 예금증서, 재무, 결제 및 현금 관리 서비스를 제공합니다. 대출 포트폴리오에는 장비 대출, 담보 및 무담보 신용 한도, 공식 기반 신용 한도, 소유주 점유 상업용 부동산 기간 대출 및 신용 한도, 모기지 창고 대출, 구독 금융 시설, 신용장, 상업용 신용카드, 중소기업청 및 미국 농무부 제품 제공, 수출입은행 금융 상품, 무역 금융 및 기업 인수 금융 신용 시설, 상업용 부동산 대출, 주택 모기지 및 기타 소비자 대출을 포함한 상업용 대출이 포함됩니다.
BankUnited, Inc. 기초 지표 요약
| BKU 기초 통계 | |
|---|---|
| 시가총액 | US$3.33b |
| 순이익 (TTM) | US$279.15m |
| 매출 (TTM) | US$1.04b |
12.1x
주가수익비율(P/E)1.1x
주가순자산비율(P/B)BKU는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BKU 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.04b |
| 매출원가 | US$0 |
| 총이익 | US$1.04b |
| 기타 비용 | US$765.71m |
| 순이익 | US$279.15m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.86 |
| 총이익률 | 100.00% |
| 순이익률 | 26.72% |
| 부채/자본 비율 | 73.7% |
BKU의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| BankUnited 배당 일정 | |
|---|---|
| 배당락일 | Jul 10 2026 |
| 배당 지급일 | Jul 31 2026 |
| 배당락일까지 남은 일수 | 23 days |
| 배당 지급일까지 남은 일수 | 2 days |
BKU는 안정적으로 배당을 지급합니까?
BKU 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/31 16:18 |
| 종가 | 2026/07/31 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
BankUnited, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jared David Shaw | Barclays |
| Matthew Keating | Barclays |
| Leanne Caravaggio | BMO Capital Markets Equity Research |